Access to information about your investments
Online access through your personal client website
Direct, online access to the custodian's website
Via monthly account statements (paper or email) directly from the custodian
Monthly email or paper statements provided by us
Your Financial Planning Dashboard
Fidelity Investments - Custodian Who Holds Your Assets
Your assets that we manage for you are held by an independent custodian (Fidelity Investments, Boston) in your name. We have no ability to draw upon any client funds held by the custodian, other than to deduct our advisory fees per our written client agreement.